Use Landscape Mode

Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Icici Prudential Bharat … 1
39.54% 23.90% 18.26% % % 40.81% 25.10% 19.69% % % 10.46% -5.85% -9.58% 9.18% 0.65 0.80 1.35
Nippon India Consumption… 2
39.72% 26.09% 23.01% 14.92% 16.31% 41.39% 27.61% 24.26% 16.03% 17.35% 12.25% -7.88% -10.56% 7.97% 0.78 0.78 1.26
Sbi Consumption Opportun… 3
34.52% 26.45% 20.01% 17.05% 17.40% 35.99% 27.81% 21.29% 18.34% 18.62% 11.05% -6.99% -12.04% 11.88% 0.60 0.83 1.43
Mahindra Manulife Rural … 4
37.95% 20.19% 15.77% % % 40.22% 22.16% 17.72% % % 11.30% -7.99% -12.07% 5.99% 0.73 0.56 0.97
Mirae Asset Great Consum… 5
35.57% 22.45% 19.57% 17.38% 18.24% 37.56% 24.33% 21.46% 19.16% 19.96% 12.26% -7.90% -11.39% 3.12% 0.85 0.63 1.00
Canara Robeco Consumer T… 6
39.94% 21.94% 20.96% 17.34% 19.44% 41.68% 23.55% 22.54% 18.86% 20.84% 12.49% -10.26% -12.75% 4.12% 0.86 0.52 0.86
Tata India Consumer Fund 7
38.96% 21.74% 18.57% 15.75% % 40.73% 23.34% 20.19% 17.43% % 13.17% -11.79% -13.26% 1.38% 0.89 0.49 0.86
Sundaram Consumption Fund 8
33.45% 19.86% 15.56% 11.58% 16.56% 34.62% 20.94% 16.56% 12.51% 17.45% 12.08% -8.89% -11.06% 3.40% 0.76 0.49 0.79
Aditya Birla Sun Life In… 9
32.99% 20.07% 18.66% 15.37% 18.47% 34.42% 21.46% 20.05% 16.70% 19.78% 12.10% -10.31% -12.18% 1.93% 0.85 0.47 0.81
Icici Prudential Fmcg Fu… 10
11.69% 18.76% 13.73% 13.22% 14.09% 12.65% 19.77% 14.66% 14.18% 14.99% 10.43% -5.06% -9.09% 4.33% 0.72 0.53 0.88
Uti India Consumer Fund 11
34.58% 18.25% 16.12% 12.47% 12.93% 35.79% 19.11% 16.85% 13.17% 13.61% 12.40% -11.98% -14.03% -1.54% 0.86 0.36 0.65
Baroda Bnp Paribas India… 12
35.41% % % % % 37.39% % % % % % % % %

Return Calculated On: 03 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life India Gennext Fund 15958.8 13833.95 62319.6 47854.15 141168.0 100054.32 228480.0 158993.44 653256.0 289863.24 2516418.0 745463.52
Baroda BNP Paribas India Consumption Fund 16249.2 13965.85
Canara Robeco Consumer Trends Fund 16792.8 14394.05 65275.2 50540.44 155394.0 107060.64 257224.8 172859.32 709032.0 317500.92
ICICI Prudential Fmcg Fund 13402.8 12324.8 60300.0 44551.26 114180.0 89512.02 200348.4 139120.13 448452.0 244492.44 617978.52
ICICI Prudential Bharat Consumption Fund 16744.8 14099.18 68468.4 51401.34 138774.0 104908.86
Mahindra Manulife Rural Bharat And Consumption Yojana 16554.0 14248.56 62503.2 50145.01 124752.0 100768.08
Mirae Asset Great Consumer Fund 16268.4 13925.0 66092.4 50148.58 146640.0 105685.32 257854.8 167597.22 641028.0 306816.12
Nippon India Consumption Fund 16766.4 14242.67 72165.6 51656.98 169014.0 114021.9 222322.8 180916.43 543468.0 301545.72 2026836.0 664378.2
SBI Consumption Opportunities Fund 16142.4 13904.59 72781.2 51247.08 149346.0 112972.44 252890.4 174117.55 596736.0 312892.2
Sundaram Consumption Fund 16014.0 13576.36 61999.2 48124.08 123672.0 96917.82 180902.4 145406.69 555468.0 258124.68 1771974.0 593655.66
Tata India Consumer Fund 16675.2 14066.26 64958.4 49936.03 140604.0 102777.12 233881.2 158176.12
UTI India Consumer Fund 16149.6 14121.66 59518.8 47222.03 126648.0 94498.38 191217.6 144279.58 404892.0 240025.56 1353510.0 501440.22

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life India Gennext Fund 16130.4 13917.77 64501.2 48746.38 149610.0 103470.12 247665.6 166658.27 729288.0 311015.64
Baroda BNP Paribas India Consumption Fund 16486.8 14082.54
Canara Robeco Consumer Trends Fund 17001.6 14494.64 67903.2 51624.18 165762.0 111241.14 281509.2 182426.16 796680.0 343077.6
ICICI Prudential Fmcg Fund 13518.0 12383.22 61851.6 45194.04 118902.0 91669.14 212520.0 143893.6 485028.0 256866.6
ICICI Prudential Bharat Consumption Fund 16897.2 14175.64 70480.8 52169.98 147372.0 108178.86
Mahindra Manulife Rural Bharat And Consumption Yojana 16826.4 14382.97 65628.0 51514.2 135618.0 105604.2
Mirae Asset Great Consumer Fund 16507.2 14039.82 69184.8 51414.59 158610.0 110573.76 286624.8 178570.48 740592.0 336648.84
Nippon India Consumption Fund 16966.8 14342.74 74804.4 52713.07 177756.0 117901.2 237778.8 188883.49 594060.0 319492.2
SBI Consumption Opportunities Fund 16318.8 13990.2 75157.2 52186.72 157482.0 116650.92 272983.2 181971.38 662064.0 334081.08
Sundaram Consumption Fund 16154.4 13643.66 63687.6 48834.94 129072.0 99386.94 191755.2 150394.27 599484.0 271155.48
Tata India Consumer Fund 16887.6 14168.0 67546.8 51003.72 150492.0 106793.58 258694.8 167160.42
UTI India Consumer Fund 16294.8 14197.75 60840.0 47848.32 130728.0 96427.92 199651.2 148127.36 430068.0 248971.8

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life India Gennext Fund

-12.18 -10.31 -3.34 12.10 7.91

Baroda Bnp Paribas India Consumption Fund

Canara Robeco Consumer Trends Fund

-12.75 -10.26 -3.54 12.49 7.85

Icici Prudential Fmcg Fund

-9.09 -5.06 -3.13 10.43 6.60

Icici Prudential Bharat Consumption Fund

-9.58 -5.85 -2.32 10.46 7.15

Mahindra Manulife Rural Bharat And Consumption Yojana

-12.07 -7.99 -3.96 11.30 7.33

Mirae Asset Great Consumer Fund

-11.39 -7.90 -3.63 12.26 7.70

Nippon India Consumption Fund

-10.56 -7.88 -4.06 12.25 8.08

Sbi Consumption Opportunities Fund

-12.04 -6.99 -3.31 11.05 7.68

Sundaram Consumption Fund

-11.06 -8.89 -5.30 12.08 7.54

Tata India Consumer Fund

-13.26 -11.79 -4.11 13.17 8.78

Uti India Consumer Fund

-14.03 -11.98 -4.52 12.40 8.14

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life India Gennext Fund

0.81
0.47
0.89
0.41
1.93
0.85
0.87
1.53
-0.7671

Baroda Bnp Paribas India Consumption Fund

Canara Robeco Consumer Trends Fund

0.86
0.52
0.94
0.44
4.12
0.86
0.80
1.56
1.7928

Icici Prudential Fmcg Fund

0.88
0.53
1.15
0.42
4.33
0.72
0.86
1.61
-0.4510

Icici Prudential Bharat Consumption Fund

1.35
0.80
1.43
0.39
9.18
0.65
0.70
2.10
2.2173

Mahindra Manulife Rural Bharat And Consumption Yojana

0.97
0.56
1.07
0.43
5.99
0.73
0.75
1.70
1.3915

Mirae Asset Great Consumer Fund

1.00
0.63
1.16
0.41
3.12
0.85
0.88
1.74
0.1857

Nippon India Consumption Fund

1.26
0.78
1.35
0.42
7.97
0.78
0.74
2.00
3.5901

Sbi Consumption Opportunities Fund

1.43
0.83
1.44
0.38
11.88
0.60
0.54
2.17
3.9307

Sundaram Consumption Fund

0.79
0.49
0.94
0.43
3.40
0.76
0.70
1.51
-0.9245

Tata India Consumer Fund

0.86
0.49
0.90
0.43
1.38
0.89
0.82
1.60
-0.8663

Uti India Consumer Fund

0.65
0.36
0.73
0.40
-1.54
0.86
0.87
1.37
-4.3778

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life India Gennext Fund
-0.58%
0.20%
3.01%
7.24%
17.31%
32.99%
20.07%
18.66%
15.37%
18.47%
19.23%
Baroda BNP Paribas India Consumption Fund
-0.75%
0.48%
2.51%
7.79%
18.61%
35.41%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
-0.52%
0.81%
4.04%
10.53%
23.38%
39.94%
21.94%
20.96%
17.34%
19.44%
%
ICICI Prudential Fmcg Fund
-0.25%
0.47%
1.36%
0.65%
3.01%
11.69%
18.76%
13.73%
13.22%
14.09%
%
ICICI Prudential Bharat Consumption Fund
-0.70%
0.00%
0.84%
5.19%
18.92%
39.54%
23.90%
18.26%
%
%
%
Mahindra Manulife Rural Bharat And Consumption Yojana
-0.71%
0.12%
2.99%
7.84%
21.74%
37.95%
20.19%
15.77%
%
%
%
Mirae Asset Great Consumer Fund
-0.76%
0.19%
3.15%
7.54%
18.30%
35.57%
22.45%
19.57%
17.38%
18.24%
%
Nippon India Consumption Fund
-0.32%
0.69%
3.67%
8.50%
21.12%
39.72%
26.09%
23.01%
14.92%
16.31%
17.52%
SBI Consumption Opportunities Fund
-0.59%
-0.22%
2.95%
5.73%
17.42%
34.52%
26.45%
20.01%
17.05%
17.40%
%
Sundaram Consumption Fund
-0.51%
-0.26%
1.70%
5.18%
11.39%
33.45%
19.86%
15.56%
11.58%
16.56%
16.47%
Tata India Consumer Fund
-0.48%
0.63%
3.00%
7.77%
18.40%
38.96%
21.74%
18.57%
15.75%
%
%
UTI India Consumer Fund
-0.85%
0.70%
3.59%
10.50%
20.09%
34.58%
18.25%
16.12%
12.47%
12.93%
14.40%

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life India Gennext Fund
-0.57%
0.21%
3.10%
7.52%
17.94%
34.42%
21.46%
20.05%
16.70%
19.78%
%
Baroda BNP Paribas India Consumption Fund
-0.75%
0.49%
2.63%
8.20%
19.49%
37.39%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
-0.52%
0.82%
4.14%
10.85%
24.13%
41.68%
23.55%
22.54%
18.86%
20.84%
%
ICICI Prudential Fmcg Fund
-0.25%
0.48%
1.44%
0.87%
3.46%
12.65%
19.77%
14.66%
14.18%
14.99%
%
ICICI Prudential Bharat Consumption Fund
-0.70%
0.04%
0.96%
5.47%
19.52%
40.81%
25.10%
19.69%
%
%
%
Mahindra Manulife Rural Bharat And Consumption Yojana
-0.70%
0.14%
3.13%
8.28%
22.77%
40.22%
22.16%
17.72%
%
%
%
Mirae Asset Great Consumer Fund
-0.76%
0.21%
3.27%
7.92%
19.16%
37.56%
24.33%
21.46%
19.16%
19.96%
%
Nippon India Consumption Fund
-0.32%
0.70%
3.77%
8.86%
21.90%
41.39%
27.61%
24.26%
16.03%
17.35%
%
SBI Consumption Opportunities Fund
-0.59%
-0.21%
3.04%
6.00%
18.06%
35.99%
27.81%
21.29%
18.34%
18.62%
%
Sundaram Consumption Fund
-0.51%
-0.25%
1.78%
5.41%
11.88%
34.62%
20.94%
16.56%
12.51%
17.45%
%
Tata India Consumer Fund
-0.47%
0.64%
3.10%
8.11%
19.15%
40.73%
23.34%
20.19%
17.43%
%
%
UTI India Consumer Fund
-0.85%
0.71%
3.71%
10.79%
20.68%
35.79%
19.11%
16.85%
13.17%
13.61%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
29.46%
19.38%
20.56%
17.90%
16.80%
17.17%
Baroda BNP Paribas India Consumption Fund
31.67%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
38.90%
23.31%
23.36%
20.25%
18.49%
%
ICICI Prudential Fmcg Fund
5.05%
14.34%
16.00%
14.16%
13.63%
15.02%
ICICI Prudential Bharat Consumption Fund
33.91%
24.54%
22.52%
%
%
%
Mahindra Manulife Rural Bharat And Consumption Yojana
36.43%
22.74%
20.85%
%
%
%
Mirae Asset Great Consumer Fund
30.98%
22.75%
22.82%
19.38%
17.86%
%
Nippon India Consumption Fund
36.33%
24.91%
25.98%
21.53%
17.54%
15.85%
SBI Consumption Opportunities Fund
30.64%
24.32%
25.60%
20.45%
18.22%
%
Sundaram Consumption Fund
25.19%
19.78%
19.25%
15.40%
14.65%
14.56%
Tata India Consumer Fund
33.35%
22.44%
21.67%
17.76%
%
%
UTI India Consumer Fund
34.28%
18.43%
18.21%
15.18%
13.29%
12.60%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life India Gennext Fund
30.86%
20.70%
21.95%
19.22%
18.11%
%
Baroda BNP Paribas India Consumption Fund
33.63%
%
%
%
%
%
Canara Robeco Consumer Trends Fund
40.61%
24.86%
24.95%
21.77%
19.93%
%
ICICI Prudential Fmcg Fund
5.97%
15.34%
16.97%
15.10%
14.55%
%
ICICI Prudential Bharat Consumption Fund
35.19%
25.63%
23.79%
%
%
%
Mahindra Manulife Rural Bharat And Consumption Yojana
38.71%
24.70%
22.79%
%
%
%
Mirae Asset Great Consumer Fund
32.91%
24.56%
24.70%
21.16%
19.58%
%
Nippon India Consumption Fund
38.02%
26.39%
27.39%
22.75%
18.61%
%
SBI Consumption Opportunities Fund
32.08%
25.65%
26.94%
21.70%
19.44%
%
Sundaram Consumption Fund
26.30%
20.83%
20.29%
16.34%
15.56%
%
Tata India Consumer Fund
35.07%
23.98%
23.26%
19.31%
%
%
UTI India Consumer Fund
35.57%
19.37%
19.04%
15.91%
13.97%
%